We’re a boutique fractional CFO firm in California working with fast-growing clients in real estate, tech, construction, and professional services. We’re not a traditional tax shop—but we do handle essential filings and the occasional tax resolution with accuracy, clarity, and compliance.

The vibe (this is you)

• You love tax work and the puzzle of getting it right.

• Common sense first. You cut through jargon and explain things plainly.

• Comfortable on Zoom—walking clients through returns, answering questions, and translating numbers into decisions.

• Calm with notices and agencies; professional and persistent on the phone.

• Tech-friendly, organized, responsive, and reliable.

What you’ll own

• Prepare accurate individual and business returns in Intuit Tax ProConnect.

• Meet with clients on Zoom to review returns and explain concepts in plain English.

• Coordinate financial data from QuickBooks Online (QBO) and manage workflow in Karbon.

• Handle tax notices and resolution tasks—calling the IRS, California FTB, and other states to resolve issues, verify filings, or request transcripts.

• Keep client files tidy, documented, and easy to follow. • Communicate with the team and be reachable 1–5 PM PST as needed.  

What you bring

• 2+ years preparing U.S. returns, especially California.

• License: EA or CA CTEC (required).

• Sharp judgment, people skills, and genuine curiosity about tax.

• Experience with ProConnect and QBO (Karbon is a plus, not required).

• Confidence handling IRS/state resolution calls.

• Clear, concise written and spoken English.

• Self-directed, organized, and comfortable working independently.

• Bonus: You use ChatGPT/AI to work smarter and faster.

Hours & pay

• Off-season: 10–15 hrs/week

• Tax season: 20–30 hrs/week

• Flexible schedule with availability 1–5 PM PST

• $20–$30/hour USD (based on experience and performance)

Why work with us

• Join a top-tier California firm serving ambitious clients in construction and real estate.

• Supportive, no-drama team—we take the work seriously, not ourselves.

• Growth-minded environment where your ideas land and your craft is respected.

• Tax season bonus based on quality, consistency, and reliability.

• Modern stack: Karbon, QBO, ProConnect—no clunky legacy systems.

• Fully remote with real autonomy and trust.